Management fee -- low and competitive with similar products.
The index targets 75% of the float adjusted market capitalization of each GICS® industry group within the S&P 500 Index.
The 5-year correlation of S&P 500 ESG Index (CAD) and S&P 500, using hypothetical backtested performance for S&P 500 ESG Index (CAD) prior to launch on October 21, 2019¹.
The S&P 500® ESG Index ETF is designed to provide a risk and return similar to the benchmark the S&P 500, making this ETF suitable as a core US portfolio holding, and to enable investors to bring ESG considerations to investing.
The underlying Index is a broad-based, market-cap-weighted index that excludes companies involved in tobacco, controversial weapons², thermal coal, as well as companies with low ESG scores for their sector, while still providing investors the same broad sector exposure as a traditional index. It is designed for investors wishing to integrate ESG factors into their core investments, while not straying far from the overall profile of the S&P 500 Index.
Mona Naqvi, Senior Director, ESG Indices, S&P Dow Jones Indices, explains how the index grades companies for inclusion in the S&P 500 ESG Index.
Invesco S&P/TSX Composite ESG Index ETF
A low cost, ETF, based on the S&P/TSX Composite ESG Index, that integrates environmental, social and governance (ESG) considerations.
Invesco ESG Canadian Core Plus Bond ETF
Competitively priced actively managed core fixed income ETF which integrates environmental, social and governance (ESG) considerations.
We believe incorporating ESG considetations into our investment decisions enahances the value we offer clients and helps ensure a sustainable environment.